We have outdated fields and defaults on the mortech admin site. This can result in inconsistent default marksman accounts being setup.
*Remove “Account Manager(s)” field or replace it with a salesforce plugin so the two places match up.
*Add customer NLMS field to the “contact information” section. This is called srpcalc.customers.customerOtherFields in the database per Justin Baker.
*Highlight all 50 states by default
*In the services section –
-enable “activate RateTracker” by default,
-remove “activate encompass”, “encompass ID”, “Zillow zuid”, “rate change notification” “activate cra adjustments”
*set default number of users to 5
*set expiration for the 1st day, two calendar months into the future. Example: if today is Jan 12, the new account would be auto set for March 1st of the same year.
This is the additional details for the update to the details accounts page.
There seem to be issues when deleting an account as well. Should this be added to this ticket?
Bug - When creating new account, click “activate encompass” and enter ID then save. Then view details on mortech admin for account. Encompass is not shown as active in mortech admin site.
I checked this on existing admin site and it's currently a bug. Bug is not result of current mortech admin, but reporting as I found it while testing for this ticket.
|Revenue or Retention?||Other|
|Impact to Existing Customers||Multiple|
|Business Value||1 - Important to a few or none, little or no impact on brand, little or no competitive advantage|
|Urgency||1 - Not time constrained|